Wealthspire Advisors, LLC Vanguard Total Stock Market Et Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,266,924 shares of VTI stock, worth $657 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares

2,266,924

Previous 1,146,397 97.74%

Holding current value

$657 Million

Previous $332 Million 87.53%

% of portfolio

3.76%

Previous 3.35%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$271.18 - $303.12 $304 Million - $340 Million	1,120,527 Added 97.74%	2,266,924 $623 Million
Q4 2024 Feb 03, 2025	BUY	$280.04 - $302.45 $10.9 Million - $11.8 Million	39,041 Added 3.53%	1,146,397 $332 Million
Q3 2024 Nov 13, 2024	BUY	$255.18 - $283.2 $9.15 Million - $10.2 Million	35,864 Added 3.35%	1,107,356 $314 Million
Q2 2024 Aug 08, 2024	BUY	$245.23 - $269.4 $17.1 Million - $18.8 Million	69,738 Added 6.96%	1,071,492 $287 Million
Q1 2024 May 06, 2024	BUY	$232.77 - $260.14 $11.7 Million - $13.1 Million	50,417 Added 5.3%	1,001,754 $260 Million
Q4 2023 Feb 06, 2024	BUY	$203.12 - $238.25 $24.7 Million - $28.9 Million	121,444 Added 14.63%	951,337 $226 Million
Q3 2023 Nov 06, 2023	BUY	$211.41 - $228.35 $11 Million - $11.9 Million	52,110 Added 6.7%	829,893 $176 Million
Q2 2023 Jul 31, 2023	BUY	$200.75 - $220.28 $14.2 Million - $15.6 Million	70,705 Added 10.0%	777,783 $171 Million
Q1 2023 May 09, 2023	SELL	$189.85 - $210.01 $3.92 Million - $4.34 Million	-20,658 Reduced 2.84%	707,078 $144 Million
Q4 2022 Feb 13, 2023	SELL	$179.3 - $204.18 $6.94 Million - $7.9 Million	-38,687 Reduced 5.05%	727,736 $139 Million
Q3 2022 Nov 14, 2022	BUY	$179.47 - $216.24 $1.78 Million - $2.15 Million	9,935 Added 1.31%	766,423 $138 Million
Q2 2022 Aug 09, 2022	SELL	$183.02 - $230.52 $13.6 Million - $17.1 Million	-74,394 Reduced 8.95%	756,488 $143 Million
Q1 2022 May 09, 2022	BUY	$209.9 - $242.97 $7.61 Million - $8.81 Million	36,262 Added 4.56%	830,882 $189 Million
Q4 2021 Feb 14, 2022	SELL	$221.73 - $242.96 $4.4 Million - $4.82 Million	-19,824 Reduced 2.43%	794,620 $192 Million
Q3 2021 Nov 15, 2021	SELL	$219.23 - $234.37 $4.05 Million - $4.33 Million	-18,461 Reduced 2.22%	814,444 $181 Million
Q2 2021 Aug 13, 2021	SELL	$209.28 - $222.82 $9.91 Million - $10.5 Million	-47,330 Reduced 5.38%	832,905 $186 Million
Q1 2021 May 17, 2021	BUY	$191.87 - $208.85 $25.5 Million - $27.7 Million	132,680 Added 17.75%	880,235 $182 Million
Q4 2020 Feb 16, 2021	BUY	$166.99 - $194.64 $21.3 Million - $24.9 Million	127,683 Added 20.6%	747,555 $146 Million
Q3 2020 Nov 16, 2020	BUY	$157.44 - $181.24 $1.14 Million - $1.31 Million	7,240 Added 1.18%	619,872 $106 Million
Q2 2020 Aug 14, 2020	SELL	$122.96 - $164.1 $10.6 Million - $14.1 Million	-85,808 Reduced 12.29%	612,632 $95.9 Million
Q1 2020 May 12, 2020	BUY	$111.91 - $172.17 $11.5 Million - $17.7 Million	103,027 Added 17.3%	698,440 $90 Million
Q4 2019 Feb 14, 2020	BUY	$146.61 - $164.29 $655,786 - $734,869	4,473 Added 0.76%	595,413 $97.4 Million
Q3 2019 Nov 12, 2019	SELL	$150.3 - $153.62 $1.66 Million - $1.7 Million	-11,057 Reduced 1.84%	590,940 $89.2 Million
Q2 2019 Aug 13, 2019	BUY	N/A	521 Added 0.09%	601,997 $90.4 Million
Q1 2019 May 08, 2019	BUY	N/A	27,507 Added 4.79%	601,476 $87 Million
Q4 2018 Feb 14, 2019	BUY	N/A	573,969 New	573,969 $73.3 Million

Others Institutions Holding VTI

# of Institutions

3,445

Shares Held

517M

Call Options Held

1.15M

Put Options Held

904K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Wealthspire Advisors, LLC Vanguard Total Stock Market Et Transaction History